CPE & Event Catalog
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments WEBCAST
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Your Desk
8.0 Credits
Audit requirements for ERISA Schedule 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning. internal controls. risk assessment. and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Performance Auditing Made Easy WEBCAST
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Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
Mastering Communication Skills for the CPA WEBCAST
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Your Desk
2.0 Credits
Pervasive best practices for effective communication. Specific strategies for written materials. Unique considerations for verbal presentations. The importance of recursive revision. Tips for success. Pitfalls to avoid.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
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Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
Corporate Finance Technology Selection: Practical Frameworks WEBINAR
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Your Desk
1.0 Credits
The changing finance technology landscape. AI definitions. Five common challenges in finance tech projects and how to address them. Vendor evaluation scorecard. Five-year total cost framework. Four-phase implementation roadmap with checkpoints and red flags.
Is Activity-Based Costing the Right Tool for Your Organization? WEBCAST
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Your Desk
2.0 Credits
ABC versus traditional costing. First-stage allocation. Determining predetermined overhead rates. Second-stage allocation. Activity-based reporting. Activity-based management.
The Preparation of Form 706 - Line by Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals. Gross estate valuation and inclusion rules. Deductions, credits, and tax computation. Portability election and its implications. Filing deadlines and procedural requirements. Common issues and IRS audit triggers. Legislative changes affecting estate taxation.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
Quality management standards for CPA firms. SQMS 1 and SQMS 2 requirements. Engagement-level standards. Post-implementation evaluation of quality management systems. Monitoring and remediation responsibilities. Auditor responsibilities under SAS 146.
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
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Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant. Tourniquets. Pressure dressings. Chest seals.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Metrics Management – Selecting the Right KPIs WEBCAST
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Your Desk
2.0 Credits
What makes a KPI meaningful and actionable. Balancing financial, customer, operational, and learning metrics. Selecting metrics at the responsibility-center level. Understanding who the customer of a report really is. Avoiding metric overload and bad incentives. Linking departmental metrics to enterprise strategy. The role of non-financial metrics in driving results. Real-world KPI examples across industries.
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Partnership Essentials: Review and Update WEBCAST
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Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Section 461(l) Excess Business Losses and Section 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and remedial methods. Effect on financial capital accounts. Tax basis capital accounts.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.